Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.71B
AUM Growth
+$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,892
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$87.5M
3
+$41.8M
4
XOM icon
Exxon Mobil
XOM
+$31.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.8M

Top Sells

1
+$31.5M
2
+$12M
3
+$5.91M
4
BCR
CR Bard Inc.
BCR
+$5.84M
5
KO icon
Coca-Cola
KO
+$4.33M

Sector Composition

1 Technology 16.04%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.72%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$685K 0.01%
18,300
-900
952
$683K 0.01%
5,400
+100
953
$678K 0.01%
30,600
954
$675K 0.01%
32,500
+17,900
955
$673K 0.01%
15,820
-1,533
956
$670K 0.01%
43,200
+8,200
957
$669K 0.01%
4,320
958
$666K 0.01%
17,270
959
$662K 0.01%
20,182
+8,016
960
$660K 0.01%
36,000
+16,000
961
$657K 0.01%
16,545
-1,543
962
$654K 0.01%
15,400
+1,300
963
$653K 0.01%
16,257
964
$649K 0.01%
34,350
-6,800
965
$644K 0.01%
20,480
966
$641K 0.01%
18,400
-400
967
$637K 0.01%
18,600
968
$632K 0.01%
23,100
-5,000
969
$631K 0.01%
5,000
970
$623K 0.01%
5,000
971
$623K 0.01%
18,420
972
$620K 0.01%
7,220
973
$617K 0.01%
6,400
974
$616K 0.01%
40,022
-14,845
975
$615K 0.01%
26,120
37 38
39
40 41